0001398344-20-019994.txt : 20201013 0001398344-20-019994.hdr.sgml : 20201013 20201013153903 ACCESSION NUMBER: 0001398344-20-019994 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201013 DATE AS OF CHANGE: 20201013 EFFECTIVENESS DATE: 20201013 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SYM FINANCIAL Corp CENTRAL INDEX KEY: 0000764739 IRS NUMBER: 351550787 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18543 FILM NUMBER: 201236166 BUSINESS ADDRESS: STREET 1: 801 PARK AVE CITY: WINONA LAKE STATE: IN ZIP: 46590 BUSINESS PHONE: 2192672300 MAIL ADDRESS: STREET 1: 801 PARK AVE CITY: WINONA LAKE STATE: IN ZIP: 46590 FORMER COMPANY: FORMER CONFORMED NAME: SYM FINANCIAL CORPORATION DATE OF NAME CHANGE: 19850318 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000764739 XXXXXXXX 09-30-2020 09-30-2020 false SYM FINANCIAL Corp
801 PARK AVE WINONA LAKE IN 46590
13F HOLDINGS REPORT 028-18543 N
Crystal L. Creekmore Chief Compliance Officer 574-267-2300 /s/ Crystal L. Creekmore Winona Lake IN 10-13-2020 0 84 133553
INFORMATION TABLE 2 fp0058387_13fhr-table.xml 13F INFORMATION TABLE AMAZON COM INC COM 023135106 362 115 SH SOLE 0 0 115 APPLE INC COM 037833100 1178 10176 SH SOLE 0 0 10176 AUTOMATIC DATA PROCESSING IN COM 053015103 243 1745 SH SOLE 0 0 1745 CORTEVA INC COM 22052L104 7484 259780 SH SOLE 0 0 259780 DOW INC COM 260557103 25132 534153 SH SOLE 0 0 534153 DUPONT DE NEMOURS INC COM 26614N102 24917 449119 SH SOLE 0 0 449119 FIRST TRUST SPECIALTY FINANC COM BEN INTR 33733G109 104 45379 SH SOLE 0 0 45379 GENERAL ELECTRIC CO COM 369604103 138 22208 SH SOLE 0 0 22208 INTEL CORP COM 458140100 211 4084 SH SOLE 0 0 4084 ISHARES INC MSCI GBL MIN VOL 464286525 273 2972 SH SOLE 0 0 2972 ISHARES TR CORE S&P TTL STK 464287150 31 414 SH SOLE 0 0 414 ISHARES TR CHINA LG-CAP ETF 464287184 43 1012 SH SOLE 0 0 1012 ISHARES TR CORE US AGGBD ET 464287226 316 2677 SH SOLE 0 0 2677 ISHARES TR MSCI EMG MKT ETF 464287234 36 811 SH SOLE 0 0 811 ISHARES TR IBOXX INV CP ETF 464287242 6 42 SH SOLE 0 0 42 ISHARES TR S&P 500 GRWT ETF 464287309 156 675 SH SOLE 0 0 675 ISHARES TR S&P 500 VAL ETF 464287408 3 27 SH SOLE 0 0 27 ISHARES TR 20 YR TR BD ETF 464287432 2 11 SH SOLE 0 0 11 ISHARES TR RUS MDCP VAL ETF 464287473 39 478 SH SOLE 0 0 478 ISHARES TR RUS MD CP GR ETF 464287481 81 466 SH SOLE 0 0 466 ISHARES TR NASDAQ BIOTECH 464287556 5 34 SH SOLE 0 0 34 ISHARES TR U.S. CNSM SV ETF 464287580 40 161 SH SOLE 0 0 161 ISHARES TR RUS 1000 GRW ETF 464287614 51 234 SH SOLE 0 0 234 ISHARES TR RUS 1000 ETF 464287622 32 173 SH SOLE 0 0 173 ISHARES TR RUS 2000 VAL ETF 464287630 1 8 SH SOLE 0 0 8 ISHARES TR RUS 2000 GRW ETF 464287648 31 138 SH SOLE 0 0 138 ISHARES TR RUSSELL 2000 ETF 464287655 32 215 SH SOLE 0 0 215 ISHARES TR CORE S&P US VLU 464287663 166 3058 SH SOLE 0 0 3058 ISHARES TR U.S. ENERGY ETF 464287796 18 1154 SH SOLE 0 0 1154 ISHARES TR MSCI ACWI ETF 464288257 1013 12671 SH SOLE 0 0 12671 ISHARES TR EAFE SML CP ETF 464288273 11 185 SH SOLE 0 0 185 ISHARES TR JPMORGAN USD EMG 464288281 1 7 SH SOLE 0 0 7 ISHARES TR NATIONAL MUN ETF 464288414 1 9 SH SOLE 0 0 9 ISHARES TR IBOXX HI YD ETF 464288513 43 514 SH SOLE 0 0 514 ISHARES TR MBS ETF 464288588 14 125 SH SOLE 0 0 125 ISHARES TR EAFE VALUE ETF 464288877 115 2842 SH SOLE 0 0 2842 ISHARES TR MSCI INTL SML CP 46434V266 194 6446 SH SOLE 0 0 6446 ISHARES TR MSCI USA SML CP 46434V290 177 4749 SH SOLE 0 0 4749 ISHARES TR MSCI GBL MULTIFC 46434V316 938 31573 SH SOLE 0 0 31573 ISHARES TR YLD OPTIM BD 46434V787 296 11500 SH SOLE 0 0 11500 J P MORGAN EXCHANGE-TRADED F DIV RTN INT EQ 46641Q209 156 3023 SH SOLE 0 0 3023 J P MORGAN EXCHANGE-TRADED F DIV RTN EM EQT 46641Q308 133 2839 SH SOLE 0 0 2839 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 0 1 SH SOLE 0 0 1 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 105 2093 SH SOLE 0 0 2093 JOHNSON & JOHNSON COM 478160104 248 1667 SH SOLE 0 0 1667 JPMORGAN CHASE & CO COM 46625H100 211 2193 SH SOLE 0 0 2193 LILLY ELI & CO COM 532457108 866 5852 SH SOLE 0 0 5852 LINCOLN NATL CORP IND COM 534187109 305 9737 SH SOLE 0 0 9737 MICROSOFT CORP COM 594918104 960 4564 SH SOLE 0 0 4564 PIMCO CORPORATE & INCOME OPP COM 72201B101 229 14222 SH SOLE 0 0 14222 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 30942 388518 SH SOLE 0 0 388518 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1 20 SH SOLE 0 0 20 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 21 684 SH SOLE 0 0 684 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 169 2875 SH SOLE 0 0 2875 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1101 21379 SH SOLE 0 0 21379 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 109 1035 SH SOLE 0 0 1035 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 169 1152 SH SOLE 0 0 1152 SELECT SECTOR SPDR TR ENERGY 81369Y506 205 6858 SH SOLE 0 0 6858 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 21 870 SH SOLE 0 0 870 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 15 252 SH SOLE 0 0 252 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1 26 SH SOLE 0 0 26 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1 22 SH SOLE 0 0 22 SPDR S&P 500 ETF TR TR UNIT 78462F103 552 1649 SH SOLE 0 0 1649 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 224 4535 SH SOLE 0 0 4535 TCF FINL CORP COM 872307103 208 8897 SH SOLE 0 0 8897 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5 53 SH SOLE 0 0 53 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5 45 SH SOLE 0 0 45 VANGUARD INDEX FDS VALUE ETF 922908744 2 21 SH SOLE 0 0 21 VANGUARD INDEX FDS SMALL CP ETF 922908751 11 73 SH SOLE 0 0 73 VANGUARD INDEX FDS TOTAL STK MKT 922908769 26281 154312 SH SOLE 0 0 154312 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2272 28178 SH SOLE 0 0 28178 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 14 326 SH SOLE 0 0 326 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 37 710 SH SOLE 0 0 710 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4 53 SH SOLE 0 0 53 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 212 2040 SH SOLE 0 0 2040 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 11 112 SH SOLE 0 0 112 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 217 1686 SH SOLE 0 0 1686 VANGUARD STAR FDS VG TL INTL STK F 921909768 2736 52450 SH SOLE 0 0 52450 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 8 50 SH SOLE 0 0 50 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 129 891 SH SOLE 0 0 891 VANGUARD WORLD FDS INF TECH ETF 92204A702 250 803 SH SOLE 0 0 803 VANGUARD WORLD FDS MATERIALS ETF 92204A801 2 14 SH SOLE 0 0 14 WALMART INC COM 931142103 242 1729 SH SOLE 0 0 1729 ZIMMER BIOMET HOLDINGS INC COM 98956P102 227 1671 SH SOLE 0 0 1671